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CAREY WEALTH MANAGEMENT

Tel: (925) 406-4186
2819 Crow Canyon Road
Suite 101
San Ramon, California  94583

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CAREY WEALTH MANAGEMENT

CAREY WEALTH MANAGEMENT is a San Ramon, California based financial advisory firm with nearly $154,990,000 in assets under management and provides investment advisory services for 256 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

173885

SEC#:

801-123607

No. of Clients:

256

Assets under Management

$154,990,000

No. of Advisors:

2

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